Brian Todd Kelso

Current Employers

Employment History

• 10/2002 → Present
  Independent Insurance Sales Agent
  Iowa City, IA
• 01/1996 → Present
  Vel-Donna, Inc.
  Kalona, IA
• 01/2007 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2007 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2006-02-07 → 2006-12-31
  Raymond James Financial Services, Inc.
  Cedar Rapids, IA
  Cave Creek, AZ

Other Businesses

1) VEL-DONNA INC, 205 14TH ST KALONA IA, 8/1978 AS PRESIDENT/OWNER OF STORAGE RENTAL BUILDING. NIR, 10/MO 0/TRADING. 2) INDEPENDENT INSURANCE AGENT, 208 5TH ST KALONA IA, 1/2002 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 2/WK 0/TRADING. 3) KELSO ADVISORS INC, INV REL KALONA IA, PRESIDENT OF SCORP TO PROVIDE TAX AND LEGAL LIABILITY, 6/2007, 60 HRS/WK 60/TRADING. 4) ROTARY CLUB-KALONA, KALONA IA, NIR, MEMBER, 9/2007, 1 HR/WKLY/TRADING 5) BRIAN T. KELSO, 1205 ORANGE AVE KALONA IA 52247, NOTARY, NIR, 1 HR/YR 0 TRADING 6) FINANCIAL CONCEPTS LLC, 208 5TH ST KALONA IA, 9/2008 AS COO/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL, 40/WK 32.5/TRADING. 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 8) BFS KALONA, LLC, 208 5th St., Kalona IA 52247, 01/01/2024, W2 Employee, Owner/Partner of a Business Entity, INV REL, 160 HR/MO, 130 HR/MO TRADING. 9) BFS KALONA REAL ESTATE, LLC, 208 5th St., Kalona IA 52247, 01/01/2024, Owner, Real Estate, NIR, 1 HR/MO, 1 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-20
• S63 Uniform Securities Agent State Law Examination
  2004-03-29